AI Investors, Tech Leaders, and Customers Sort Through Short-Term Fallout and Longer-Term Claims By China’s DeepSeek
The Futurum Group analysts share their insights on DeepSeek R1 claims of model training and cost efficiency, questions about the potential use of competitors' models, and security and privacy concerns. Analysts discuss the near and long-term implications of faster and lower-cost LLM development.
Cloud and AI Services Saw Strong Adoption, While Heightened Capex for AI Infrastructure Affected Margin Performance
The Futurum Group’s Keith Kirkpatrick and Nick Patience analyze Microsoft’s Q2 FY 2025 results, highlighting strong cloud and AI-driven growth, a surge in commercial bookings, and record-high AI infrastructure investments.
ServiceNow’s AI Strategy Shifts to Usage-Based Pricing, Impacting Near-Term Revenue
Keith Kirkpatrick, Research Director at The Futurum Group, examines ServiceNow’s Q4 FY 2024 earnings, focusing on its AI pricing shift, key partnerships, and enterprise adoption impact.
Brad Haczynski, SVP at Samsung, joins Olivier Blanchard and Anshel Sag to share insights on deploying AI effectively in businesses with the new Galaxy S25.
Jonathan Ross, CEO & Founder at Groq, joins Daniel Newman and Patrick Moorhead to share his insights on pioneering developments in computing technology and AI's critical role in the future.
Cristiano Amon, President and CEO at Qualcomm, joins host Daniel Newman to share his insights on the technological foresights and innovations discussed at Davos, highlighting Qualcomm's role in pushing the boundaries of connectivity and AI.
Yann LeCun, VP & Chief AI Scientist at Meta, joins Daniel Newman and Patrick Moorhead, sharing his insights on AI's transformative potential as seen at Davos. LeCun discusses Meta's AI advancements and their impact on global issues.
Microsoft CEO Satya Nadella Predicts Business Applications Will Be Created With AI Agents
Mitch Ashley, VP and Practice Lead, DevOps and AppDev at The Futurum Group, explores how AI agents are set to redefine SaaS by automating workflows, enhancing efficiency, and reshaping enterprise software architecture.
At WalkMe’s Analyst Day, Company Executives Laid Out a Compelling Plan to Leverage the Strengths of New Parent SAP and Sister Companies
Keith Kirkpatrick, Research Director at The Futurum Group, shares his insights into WalkMe’s 2025 Analyst Day, which covered the company’s current products and roadmap, corporate strategy and direction, and current go-to-market initiatives.
The Futurum Group’s latest research report, IBM Power: Driving Innovation for Core Workloads with AI and Hybrid Cloud, completed in partnership with IBM, examines why IBM’s commitment to ongoing investment in its Power servers, plays an integral role in delivering AI-ready infrastructure with enhanced performance and reliability.
OpenAI, Oracle, and SoftBank Join Forces to Build Massive Data Center Network as a Key Issue for US National Security
Nick Patience, AI Practice Lead at The Futurum Group examines President Trump's ambitious $500B Stargate initiative that aims to revolutionize US AI infrastructure while countering China's rapid advances in AI development.
